Work -Relay provides a comprehensive, consistent framework for quickly building workflow applications on the Salesforce platform.

All the tools you need under one roof, providing the ultimate control over teams, processes, and projects

The Work-Relay architecture is based on a simple framework that radically reduces the need for coding and deep Salesforce knowledge, and allows total flexibility for designing and running workflow applications.

Complexity made simple

✓   Graphical, drag -and -drop, wizard -driven workflow                        designer aimed at business users with no formal training.

✓   Address the full spectrum of processes, from fully                              automated to ad hoc.              

✓   Design interconnected, hierarchical, and consolidated            combinations of processes

✓   Build modular, self-contained processes to  facilitate                incremental composition and recomposition.

✓   Insert regulatory compliance rules and guidelines.

✓   Define rules to manage multiple automated reminders          and escalations.

✓   Build processes with any number of sub -process levels.        Add actions at any point in a process, including                          database updates, sending emails, call web services, etc.

A powerful design tool makes specifying even complex, multi-level, interconnected processes easy. The modular design architecture allows processes to be easily be mixed and matched as needed.

Every user's command center

A single view for managing all work—structured and unstructured, formal and informal. Users can easily see what tasks are most important, what’s coming up, and receive real-time notifications in their own custom Kanban boards

✓  Configure any number Kanban boards with any number of           columns, and design customized cards for every board and         column.      

✓   Create composite boards consisting of multiple board, with        drill-down capability.

✓   Each task card provides access to its related Chatter feed,          forms, content, checklists, etc. 

✓ Add headers and footers that include calculated fields,                  dynamic forms, reminders and checklists.

✓  Add formulas to dynamically/conditionally display fields in a             card, rules to govern how cards can move between                               columns, and actions that can be executed, including                           database  updates.

✓   Build simple workflows with conditions and actions.

✓   Start processes, add tasks and issues, use forms for data            entry, log time.

Dynamic Forms 

The Form Designer is built for non-technical users with a minimal amount of Salesforce knowledge. It is capable of building complex forms that would normally require coding.

✓   Eliminates the need to create complex                                                      screens/pages/components with apex controllers.

✓   Use Form Events to trigger actions (e.g. refresh lists,  update                       records, get data from external systems) inside  the form.

✓   Combine fields from a primary data source (including                        external data sources like DB2) and any related data sources          into a single form.

✓   Add Virtual Fields that allow designers to add data to a                 form that doesn’t exist on a Salesforce object


✓   Use Conditional Styling to make fields, sections, pages, and         static text visible, hidden, required, cleared or disabled                 (read-only) based on defined conditions.

✓  Use a "form within a form" capability so that forms can be           re-used, and can be from any data source.

✓ Process actions can be made available on the form,                      including restarting a branch or a process, skip a step,                  Approve/Reject/Proceed steps, etc.   

Real-time progress tracking

Progress scorecards give everyone the ability to see real-time progress, what’s held up, and what’s late. Using the flexible Kanban capability, users to create their own version of

✓   Provide holistic status visibility over all the steps in multipie          processes without having to navigate through multiple                  screens.

✓   Provide a real-time understanding of what work is     being           done across the organization, thereby providing the insight         needed to track and prioritize work effectively.

✓  See all or filtered steps from any number of processes a         consolidated Gantt chart with filtering by e.g.                               responsibility, step, dates, etc.

✓   Get an early warning of potential problems by tracking          status trends.

Beyond Gantt charts!

Design the processes behind the project to manage dependencies; eliminate time-intensive schedule updates; and use Work-Relay’s modular architecture to dynamically put together end-to-end project plans.

✓   Turn any process into a project by adding dates to tasks               and managing the process in a Gantt view.

✓   See all the tasks for all projects in a single Gantt view.

✓  Create and apply any number of user-defined                                       algorithms to answer the question: How should date                           calculations be handled when dates and/or durations are                 modified?  

✓   Facilitate duration-driven and date-driven scheduling.

✓   Use hard dates (start the task only when the date is hit),              and soft dates (can start the task immediately).

✓   Use backward and forward recalculation of predecessors          and successors, and specify the rules for handling gaps              between tasks.

✓   Effectively support repetitive projects (projects based on a        common set of processes with some variations added                each time the project is run).

Multidimensional Planning 

See the future activities for all projects and processes in a single dashboard. Use powerful filtering and grouping to effectively manage resource assignments, and distribute work to resource pools, teams, or individuals.

✓  Visualize and edit multiple processes and projects in                 one user interface.

✓   Provide a comprehensive look at who is working on what              when across all active processes.

✓  Group and filter tasks in many different ways, including by       assignee, process Name, Step Name, Record Name.

✓   Create resource pools and maintain a skills database.

✓   Track resource availability and utilization.

✓   Automatically determine which employees to notify and        assign work to at each stage in a process.

✓   Automatically alert management if no resources are              available at a particular step in the process so the                    problem can be addressed. 

Measurement & optimization

Utilize standard reports or build your own custom dashboards to track your important KPIs like time, budget, and ROI in one place

  • How long does a process typically take to complete?

  • Where are the bottlenecks?

  • Why is this flow taking longer than expected?

  • How many flow instances are currently at this step in the flow?

  • What is the threshold for days overdue?

  • What tends to cause a flow to be blown off course?

✓   Use data accumulated through monitoring and look for          patterns that can be used to improve processes

✓   Predict missed SLAs by comparing history to the activity        timeline in order to estimate overall time to completion

✓   Identify process deficiencies faster, and take immediate        corrective action before things get out of hand.

✓   Validate process changes. Establish baselines for the              current situation and use them to determine whether              specific changes are effective or not.

Provide your organization a powerful work execution platform that offers exceptional speed to business value.

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